Anic Equity¶
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Total return since start: 0.624 %¶
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Equity now: -----------------------------> 49619.09 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45557.88 Kr¶
PnL: ---------------------------------------> 501.88 Kr¶
DD now: ---------------------------------> -6.591 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 13:47:13.070563'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.750000 | 1673.280000 | 204.280000 | 13.910000 | 1468.999998 |
| Sedana Medical | 93 | 5.650000 | 2713.740000 | 192.740000 | 7.650000 | 2521.000011 |
| Orrön Energy | 180 | 5.080000 | 2160.900000 | 117.900000 | 5.770000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.720000 | 997.500000 | 62.500000 | 6.680000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.950000 | 1017.600000 | 56.600000 | 5.890000 | 960.999996 |
| JM | 6 | 3.830000 | 911.400000 | 47.400000 | 5.490000 | 864.000000 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Catena | 2 | 4.180000 | 836.800000 | 44.800000 | 5.660000 | 792.000000 |
| Sagax B | 4 | 3.650000 | 898.400000 | 44.400000 | 5.200000 | 854.000000 |
| Hoist Finance | 35 | 1.390000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Hexatronic Group | 12 | 3.170000 | 998.880000 | 31.880000 | 3.300000 | 966.999996 |
| BioGaia B | 8 | 1.540000 | 948.800000 | 18.800000 | 2.020000 | 930.000000 |
| Bilia A | 8 | 1.960000 | 917.600000 | 17.600000 | 1.960000 | 900.000000 |
| Gränges | 9 | 1.840000 | 945.000000 | 17.000000 | 1.830000 | 927.999999 |
| Biotage | 7 | 0.520000 | 947.800000 | 6.800000 | 0.720000 | 940.999997 |
| HEXPOL B | 9 | 0.000000 | 1027.800000 | 6.800000 | 0.670000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.180000 | 976.200000 | 3.200000 | 0.330000 | 972.999996 |
| EQT | 4 | 0.630000 | 833.200000 | 1.200000 | 0.140000 | 832.000000 |
| OX2 | 13 | 1.110000 | 950.950000 | 0.950000 | 0.100000 | 949.999999 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Byggmax Group | 33 | 0.280000 | 955.680000 | -0.320000 | -0.030000 | 956.000001 |
| ASSA ABLOY B | 3 | -0.520000 | 771.750000 | -7.250000 | -0.930000 | 779.000001 |
| Alimak Group | 11 | 0.240000 | 919.600000 | -8.400000 | -0.910000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 1.040000 | 953.400000 | -13.600000 | -1.410000 | 966.999999 |
| SKF B | 5 | -1.560000 | 917.500000 | -22.500000 | -2.390000 | 940.000000 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| Indutrade | 5 | 2.070000 | 1185.000000 | -33.000000 | -2.710000 | 1218.000000 |
| Hexagon B | 26 | 1.040000 | 3425.500000 | -35.500000 | -1.030000 | 3461.000010 |
| Latour B | 4 | 0.200000 | 819.600000 | -37.400000 | -4.360000 | 857.000000 |
| Vitec Software Group B | 2 | 0.580000 | 1048.000000 | -39.000000 | -3.590000 | 1087.000000 |
| Addnode Group B | 11 | -2.620000 | 877.800000 | -43.200000 | -4.690000 | 921.000003 |
| INVISIO | 16 | 0.890000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.400000 | 1048.800000 | -60.200000 | -5.430000 | 1109.000001 |
| BHG Group | 97 | 3.010000 | 1395.830000 | -63.170000 | -4.330000 | 1458.999989 |
| TOTAL | 45557.880000 | 501.880000 | -6.59118% | 45056.000411 |
Updated:¶
'2023-07-04 13:47:29.728591'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
